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Author Archives: C. David Martinez
Provisions for Special Needs Trusts: What to Consider and Include
For long-term planning purposes as well as shielding a recipient’s ability to receive…
Discretionary Trust Provisions: What You Need to Know
Discretionary Trust Provisions: What You Need to Know A trust is only as…
Distribution of Trust Funds – Deciding When
As you know by now, when properly drafted and funded, revocable trusts are…
Funding Your Revocable Trust – Business Interests
You’ve heard the term “funding your trust” and we’ve discussed transferring your bank…
Funding Your Revocable Trust – Real Property
You’ve heard the term “funding your trust” and we’ve discussed transferring your bank…
Funding Your Trust – Bank/Savings and other Accounts
You’ve heard the terms “funding your trust” and you know that it’s important…
Funding Your Trust & Why it’s Important
You’ve met with an experienced attorney and taken the next step in a…
Selecting a Successor Trustee
So, you’ve decided you need a Revocable Trust (also referred to as a…
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